13:00 – 13:30

REGISTRATION

13:35 – 13:45

OPENING REMARKS

Antonio de Azpiazu, Managing Director, Head of Commercial Europe and Latin America, S&P Dow Jones Indices

13:50 – 14:30

TWO DECADES OF ETFs IN BRAZIL – WHAT’S NEXT?

- Current challenges facing local investors in passive investing

- Emerging trends that could offer new opportunities for investors in Brazil

- The impact of local market conditions on the development of new index-based strategies

Moderator: Thalita Forne, Executive Superintendent, B3

Panelists:

· Sergio Foldes Guimarães, Senior Advisor, Capital Markets, BNDES

· Renato Eid, Partner and Head of Indexed Strategies & Responsible Investment, Itaú Asset Management

· Bruno Stein, Product Superintendent, Safra Asset Management

14:35 – 15:15

CAPITALIZING ON INTERNATIONAL INDEXING AND ETF TRENDS

- The global shift from active to passive and its impact on investment strategies

- The advantages of index-based strategies to achieve targeted investment objectives

- What fund flows can tell us about investor sentiment, market trends, and potential opportunities

Moderator: Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices

Panelists:

· Nicolas Gomez, Managing Director, Head of ETF (iShares) and Index Investments for Latin America, BlackRock

· Salvador Gómez, Regional Head of DWS Xtrackers for Latin America and U.S. Offshore, DWS

· April Reppy, Head of Latin America Sales & Distribution, First Trust

15:20 – 15:50

FIRESIDE CHAT: A DEEPER LOOK AT DERIVATIVES AND RISK MANAGEMENT IN BRAZIL

- Ways in which the ETF and futures markets interact

- The role local market derivatives and risk management tools play in advancing the ETF market

Speakers:

· Joseph Hickey, Executive Director, Equity Products, CME Group

· Tim Brennan, Managing Director, Global Head of Capital Markets and Exchange Strategy, S&P Dow Jones Indices

15:55 – 16:15

COFFEE BREAK

16:20 – 17:00

HOW AI IS TRANSFORMING INVESTING  

- The potential impact of AI on index investing

- How innovation strategies, such as AI, can impact long-term performance of companies across different industries

- Differences in how institutional and retail investors in Brazil implement AI

Moderator: Srineel Jalagani, Senior Director, Thematic Indices,
S&P Dow Jones Indices

Panelists:

· Gabriel Barca, Product Specialist, BTG Pactual Asset Management

· Brian Luke, Senior Director, Head of Commodities, Real & Digital Assets, S&P Dow Jones Indices

· Raquel Zucchi, Head of Research, Investo

17:05 – 17:35

FIRESIDE CHAT: THE IMPACT OF NEW REGULATIONS ON BRAZIL’S ETF MARKET

- Key considerations for ETF investors amid changing regulations

- A regulator’s perspective on how new rules address the most pressing issues

Introduction: Thalita Forne, Senior Manager, B3

Speakers:

· Daniel Maeda, Director, CVM

· Silvia Bugelli, Statutory Legal Director, B3

17:40 – 18:20

IDENTIFYING SECTOR OPPORTUNITIES IN U.S. ELECTION YEARS

- A closer look at historical patterns of sector performance during election years

- How S&P 500 sectors can help global investors overcome home-country biases

Moderator: Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices

Speakers:

· Augusto César Rodrigues, Partner, Guadua Capital

· Clayton Rodrigues, Head of Multi-Asset, Bradesco Asset Management

18:25 – 18:35

CLOSING REMARKS

Ricardo Cavalheiro, Executive Superintendent, B3

18:35 – 20:00

COCKTAIL RECEPTION